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Oracle

2,299 hedge funds and large institutions have $98B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 749 increasing their positions, 889 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 87

9% more funds holding

Funds holding: 2,1062,299 (+193)

0.29% less ownership

Funds ownership: 42.62%42.34% (-0.29%)

3% less capital invested

Capital invested by funds: $101B → $98B (-$3.09B)

5% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.95B

16% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 889

29% less funds holding in top 10

Funds holding in top 10: 8057 (-23)

Holders
2,299
Holders Change
+193
Holders Change %
+9.16%
% of All Funds
35.38%
Holding in Top 10
57
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-28.75%
% of All Funds
0.88%
New
311
Increased
749
Reduced
889
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Profund Advisors
Maryland
$2.74M +$309K +3,294 +12%
CHAM
802
Clear Harbor Asset Management
Connecticut
$2.73M -$395K -4,203 -12%
KIA
803
KCM Investment Advisors
California
$2.73M -$906K -9,647 -24%
HW
804
Hancock Whitney
Mississippi
$2.73M -$34.4K -366 -1%
PGIM
805
Pacific Global Investment Management
California
$2.71M +$42.5K +453 +1%
MIAN
806
Mariner Independent Advisor Network
Kansas
$2.71M +$254K +2,706 +10%
FNT
807
First Nebraska Trust
Nebraska
$2.71M
CCT
808
Country Club Trust
Missouri
$2.7M +$9.2K +98 +0.3%
MFG
809
MidWestOne Financial Group
Iowa
$2.68M -$20.2K -215 -0.7%
WCM
810
Wunderlich Capital Managemnt
Tennessee
$2.68M -$19.5K -208 -0.7%
RMCM
811
Reynders McVeigh Capital Management
Massachusetts
$2.67M -$63.5K -676 -2%
ITIM
812
Indiana Trust & Investment Management
Indiana
$2.67M -$124K -1,322 -4%
MC
813
Moors & Cabot
Massachusetts
$2.66M +$234K +2,496 +9%
MCM
814
McMillion Capital Management
North Carolina
$2.66M -$12.5K -133 -0.4%
HI
815
Harrington Investments
California
$2.65M +$31.9K +340 +1%
CIP
816
Convergence Investment Partners
Florida
$2.65M -$4.6K -49 -0.2%
BBWA
817
Bell & Brown Wealth Advisors
California
$2.65M -$16.8K -179 -0.6%
SPC
818
Sigma Planning Corp
Michigan
$2.64M -$46.6K -496 -2%
PLFAM
819
Pineno Levin & Ford Asset Management
Virginia
$2.64M +$87.3K +930 +3%
TAL
820
TIG Advisors LLC
New York
$2.63M +$2.83M +30,164 New
WPW
821
Waldron Private Wealth
Pennsylvania
$2.62M -$42.5K -453 -1%
LNC
822
Lincoln National Corp
Pennsylvania
$2.62M +$74.6K +795 +3%
LFM
823
LGT Fund Management
Liechtenstein
$2.62M +$2.82M +30,000 New
QI
824
QV Investors
Alberta, Canada
$2.61M -$1.96M -20,880 -41%
EAM
825
Eagle Asset Management
Florida
$2.59M +$21.4K +228 +0.8%

ORCL Hedge Fund Activity: Q4 2021 in Review

2,299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2021, worth a combined $98B — down 3.1% from $101B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new ORCL positions and 87 closed out — a net gain of 224 holders — while 749 added to existing stakes and 889 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $393M. The largest seller was Franklin Resources, cutting an estimated $299M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2021, up from 2,106 in Q3 2021.
  • Funds reported $98B of Oracle stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 311 funds opened new Oracle positions in Q4 2021 and 87 closed out, a net change of +224 holders.
  • The largest Oracle buyer in Q4 2021 was D.E. Shaw & Co, an estimated $393M added.
  • The largest Oracle seller in Q4 2021 was Franklin Resources, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2021.